Welcome to Thomaston Savings Bank Thank you for considering Thomaston Savings Bank for your banking needs. Since 1874, we have been dedicated to providing quality products and exceptional service to our valued customers. Our professional and friendly staff is devoted to making the transition to your new account as easy as possible they are here to guide you through every step of the way. Whether you are an existing customer, or if this is your first experience with Thomaston Savings Bank, you will be pleased to know we offer a wide array of products and services designed to meet all of your financial needs and make your banking less complicated. This guide is designed to help you with the steps needed to transition your accounts to Thomaston Savings Bank. We welcome you to stop by one of our ten conveniently located branches or visit our website www.thomastonsb.com for more information. You may also call customer service during business hours at 855.344.1874. We appreciate your business and are committed to providing you with the best possible banking experience. 203 Main Street Thomaston, CT 06787 855.344.1874 Member FDIC Page 1
Switch Kit Checklist Thank you for choosing to bank with Thomaston Savings Bank. We are committed to ensuring that your transition is an easy one. The steps outlined below will guide you through the process of switching your accounts to us. STEP 1 Open a Thomaston Savings Bank Checking Account Stop by one of our conveniently located branches. Our Customer Service Representatives will help you select a checking account that suits your needs. STEP 2 Stop Using Your Previous Checking Account Allow time for outstanding checks to clear. STEP 3 Move Your Direct Deposit Prepare to move your direct deposit by completing the Direct Deposit Transfer Letter (enclosed in this packet). STEP 4 Transfer Automatic Payments Set up new automatic payments. You can use the Automatic Payment Change Letter (enclosed in this packet), or consider our Personal Online Banking with Free Bill Pay as an alternative way to get more control over your money. STEP 5 Close Your Old Account Make sure all checks have cleared and all automatic payments have been made. Verify that you are receiving your direct deposit in your new Thomaston Savings Bank checking account. Complete the Account Closure Request Letter and send it to your old bank. Any questions? If you have additional questions about switching your checking account to Thomaston Savings Bank, please call or visit any branch. See list of branch locations on pages 8 and 9 of this packet. 203 Main Street Thomaston, CT 06787 855.344.1874 Member FDIC Page 2
Direct Deposit Transfer Letter Complete and sign this form for all sources of direct deposit. Give the signed form, along with a voided check from your new Thomaston Savings Bank checking account, to the party making the direct deposit. Establish Direct Deposit Change Existing Direct Deposit Name Employee ID Social Security Number Customer Information Address City State Zip Phone # Company Information Company Name Address City State Zip Phone # Bank Information Thomaston Savings Bank 203 Main Street Thomaston, CT 06787 Routing Number: 2 1 1 1 7 4 2 5 9 Deposit Information Thomaston Savings Bank Account Number Account Type: Checking Savings I authorize (employer/company) to make direct deposits directly to my Thomaston Savings Bank account indicated above, and authorize the Bank to accept such deposits. Customer Signature Date 203 Main Street Thomaston, CT 06787 855.344.1874 Member FDIC Page 3
Automatic Payment Transfer Letter Date Name of Institution Address City State Zip To Whom It May Concern: I would like to change my payment instructions. Currently, you are debiting payment from my old bank account at: Former Bank Name Routing Number Account Number As of (date), please stop debiting this account and begin debiting this payment from my new account at Thomaston Savings Bank. My new information is as follows: Current Bank Thomaston Savings Bank 203 Main Street Thomaston, CT 06787 Routing Number: 2 1 1 1 7 4 2 5 9 Account Number Checking Savings Please send me a written confirmation of the date this change will be effective. Customer s Signature Account Number with Payee Address City State Zip 203 Main Street Thomaston, CT 06787 855.344.1874 Member FDIC Page 4
Social Security Direct Deposit Worksheet Transferring your direct deposit of Social Security benefits to Thomaston Savings Bank can be completed by either calling the Social Security Administration at 1.800.772.1213 or visiting their website at www.ssa.gov/deposit. This worksheet has been designed to help you prepare for the questions that will be asked of you. SOCIAL SECURITY NUMBER - - TITLE ON YOUR BANK ACCOUNT NEW ACCOUNT NUMBER AT THOMASTON SAVINGS BANK THOMASTON SAVINGS BANK ROUTING NUMBER 2 1 1 1 7 4 2 5 9 203 Main Street Thomaston, CT 06787 855.344.1874 Member FDIC Page 5
Account Closure Request Letter Date Name of Institution Address City State Zip To Whom It May Concern This letter is to inform you that I have decided to close the account(s) listed below as of (date). Please close the account(s) noted below and mail the balance and any interest earned to my address. Please close the account(s) noted below and forward the balance and any interest earned to my new Thomaston Savings Bank account, also noted below. Account 1 Old Account Number Old Routing Number To Thomaston Savings Bank New Account Number New Routing Number Account 2 Old Account Number Old Routing Number To Thomaston Savings Bank New Account Number New Routing Number Account 3 Old Account Number Old Routing Number To Thomaston Savings Bank New Account Number New Routing Number Upon closure of the account(s), please send a confirmation to the address below. Sincerely, Customer s Signature Print Name Account Number with Payee Address City State Zip 203 Main Street Thomaston, CT 06787 855.344.1874 Member FDIC Page 6
Helpful Tips Begin by gathering all pertinent information about your existing account. Look over your last few statements and note all automatic payments. Remember to leave sufficient funds in the account you are closing to cover any outstanding checks or pending payments. You may be asked to fill out an additional form by the party making the direct deposit. Some financial institutions may require you to fill out additional forms when closing your account. If your account is interest-bearing, please consider the account closing date carefully. Destroy any unused checks, ATM/debit cards, and deposit slips associated with your old account. Start using your new Thomaston Savings Bank account exclusively. Remember to keep a copy of all letters, forms, statements and documents for your personal records. Consider making your banking less complicated by transferring other accounts to Thomaston Savings Bank. Accounts & Services Checking Savings Certificate of Deposit Online Banking Online Bill Pay VISA Check Card Retirement Account Health Savings Accounts Mortgages Home Equity Loans Line of Credit Safe Deposit Boxes Financial Planning Business Accounts & Services 203 Main Street Thomaston, CT 06787 855.344.1874 Member FDIC Page 7
Branch Locations & Hours Bethlehem: 73 Main Street South Monday & Tuesday: 8:30 a.m.-3 p.m. Wednesday: 8:30 a.m.-4 p.m. Bristol: 40 Middle Street Monday, Tuesday & Wednesday: 8:30 a.m.-4 p.m. Harwinton: 160 Litchfield Road Monday, Tuesday & Wednesday: 8:30 a.m.-3 p.m. Middlebury: 1655 Straits Turnpike Monday, Tuesday & Wednesday: 9 a.m.-3 p.m. Thursday: 9 a.m.-6 p.m. Friday: 9 a.m.-5 p.m. Saturday: 9 a.m.-12 noon Terryville: 203 Main Street Monday, Tuesday & Wednesday: 8:30 a.m.-4 p.m. 203 Main Street Thomaston, CT 06787 855.344.1874 Member FDIC Page 8
Thomaston - Main Office: 203 Main Street Monday, Tuesday & Wednesday: 8:30 a.m.-4 p.m. Thomaston: 508 South Main Street Monday, Tuesday & Wednesday: 9 a.m.-3 p.m. Thursday: 9 a.m.-6 p.m. Friday: 9 a.m.-5 p.m. Saturday: CLOSED Waterbury: 824 Highland Avenue Monday, Tuesday & Wednesday: 9 a.m.-4 p.m. Thursday: 9 a.m.-6 p.m. Friday: 9 a.m.-5 p.m. Saturday: 9 a.m.-12 noon Waterbury: 985 Watertown Avenue Monday, Tuesday & Wednesday: 8:30 a.m.-4 p.m. Watertown: 565 Main Street Monday, Tuesday & Wednesday: 9 a.m.-4 p.m. Thursday: 9 a.m.-6 p.m. Friday: 9 a.m.-5 p.m. Saturday: 9 a.m.-12 noon Customer Service Hours: Local 860.283.1874 Toll-Free 855.344.1874 Monday, Tuesday & Wednesday: 8 a.m.-5 p.m. Thursday & Friday: 8 a.m.-6 p.m. Saturday: 8 a.m.-12 noon 203 Main Street Thomaston, CT 06787 855.344.1874 Member FDIC Page 9